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State Street

900 hedge funds and large institutions have $20.1B invested in State Street in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 290 increasing their positions, 350 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% more ownership

Funds ownership: 88.89%90.05% (+1.2%)

3% less capital invested

Capital invested by funds: $20.7B → $20.1B (-$673M)

7% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 84

2% less funds holding

Funds holding: 919900 (-19)

11% less call options, than puts

Call options by funds: $120M | Put options by funds: $136M

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 350

Holders
900
Holders Change
-19
Holders Change %
-2.07%
% of All Funds
13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
78
Increased
290
Reduced
350
Closed
84
Calls
$120M
Puts
$136M
Net Calls
-$15.5M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
376
BI Asset Management Fondsmaeglerselskab
Denmark
$1.37M +$244K +3,277 +22%
TCM
377
Twin Capital Management
Pennsylvania
$1.37M +$34.9K +468 +3%
CAG
378
Crestwood Advisors Group
Massachusetts
$1.37M -$3.81M -51,136 -73%
MC
379
Mount Capital
United Kingdom
$1.36M
Creative Planning
380
Creative Planning
Kansas
$1.36M +$138K +1,857 +11%
HSA
381
HBK Sorce Advisory
Pennsylvania
$1.36M -$14.4K -193 -1%
BMC
382
Beaton Management Company
Massachusetts
$1.33M
SAM
383
Selway Asset Management
$1.33M -$37.3K -500 -3%
CG
384
Caprock Group
Idaho
$1.33M +$997K +13,383 +293%
TRCT
385
Tower Research Capital (TRC)
New York
$1.33M -$113K -1,510 -8%
CA
386
Clearstead Advisors
Ohio
$1.33M
MC
387
Moors & Cabot
Massachusetts
$1.31M -$14.4K -193 -1%
Bessemer Group
388
Bessemer Group
New Jersey
$1.29M +$33K +443 +3%
SAM
389
Securian Asset Management
Minnesota
$1.28M -$34.4K -462 -3%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$1.26M -$44.7K -600 -3%
Wealthfront Advisers
391
Wealthfront Advisers
California
$1.25M +$66.3K +890 +6%
Brown Advisory
392
Brown Advisory
Maryland
$1.24M -$37.7K -506 -3%
GAM
393
Gotham Asset Management
New York
$1.24M +$1.49K +20 +0.1%
CIP
394
Convergence Investment Partners
Florida
$1.22M -$44.7K -600 -4%
AA
395
Axiom Advisory
California
$1.22M +$1.22M +16,380 New
IEFM
396
IQ EQ Fund Management
Ireland
$1.22M -$525K -7,045 -30%
CGH
397
Crossmark Global Holdings
Texas
$1.22M -$41.5K -557 -3%
GT
398
Greenleaf Trust
Michigan
$1.22M +$21.4K +287 +2%
KeyBank National Association
399
KeyBank National Association
Ohio
$1.19M -$6.11K -82 -0.5%
HF
400
HRT Financial
New York
$1.19M -$5.85M -78,466 -83%

STT Hedge Fund Activity: Q2 2024 in Review

900 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2024, worth a combined $20.1B — down 3.2% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of STT and 78 opened new positions — a net loss of 6 holders — while 350 trimmed existing stakes and 290 added.

The largest buyer was Goldman Sachs, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $457M.

  • 900 institutional investors held State Street (STT) as of Q2 2024, down from 919 in Q1 2024.
  • Funds reported $20.1B of State Street stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 78 funds opened new State Street positions in Q2 2024 and 84 closed out, a net change of -6 holders.
  • The largest State Street buyer in Q2 2024 was Goldman Sachs, an estimated $154M added.
  • The largest State Street seller in Q2 2024 was Dodge & Cox, an estimated $457M sold.

Based on aggregated 13F filings for Q2 2024.